Purchases and Sales Made in Q1 2024 in Ishares Msci Usa Min Vol Facto (USMV)
This table provides information about the institutional ownership of Ishares Msci Usa Min Vol Facto (USMV) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA MIN VOL FACTO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.74M+ 26.64% |
$369M - $396M
|
22.5M
$2.11B
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.74M+ 26.64% |
$369M - $396M
|
22.5M
$2.11B
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.54M+ 433.29% |
$120M - $129M
|
1.9M
$178M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.27M+ 5.96% |
$98.6M - $106M
|
22.5M
$2.11B
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
994KNew |
$77.4M - $83M
|
994K
$93.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
755K+ 31.28% |
$58.8M - $63.1M
|
3.17M
$297M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
500KNew |
$38.9M - $41.8M
|
500K
$46.9M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
464K+ 992.32% |
$36.2M - $38.8M
|
511K
$47.9M
|
|
|
Aug 08, 2024
Q1 2024
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
448K+ 1400.0% |
$34.9M - $37.4M
|
480K
$45M
|
|
|
May 14, 2024
Q1 2024
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
448K+ 1400.0% |
$34.9M - $37.4M
|
480K
$45M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
409K+ 4.5% |
$31.9M - $34.2M
|
9.51M
$892M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
337KNew |
$26.2M - $28.1M
|
337K
$31.6M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
335K+ 110.55% |
$26.1M - $28M
|
638K
$59.9M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
239K+ 38.37% |
$18.6M - $20M
|
861K
$80.8M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
171K+ 22.17% |
$13.3M - $14.3M
|
940K
$88.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
168K+ 4.43% |
$13M - $14M
|
3.95M
$370M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
119K+ 79.96% |
$9.24M - $9.92M
|
267K
$25.1M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
104K+ 5370.16% |
$8.13M - $8.73M
|
106K
$9.98M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
104K+ 47.66% |
$8.06M - $8.65M
|
321K
$30.1M
|
|
|
May 14, 2024
Q1 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
97.7KNew |
$7.61M - $8.16M
|
97.7K
$9.17M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
95.9K+ 5.49% |
$7.47M - $8.02M
|
1.84M
$173M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
91.3K+ 133.51% |
$7.11M - $7.63M
|
160K
$15M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
84.8K+ 42.0% |
$6.6M - $7.09M
|
287K
$26.9M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
84K+ 149.97% |
$6.54M - $7.02M
|
140K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
83.2KNew |
$6.48M - $6.95M
|
83.2K
$7.81M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
80.4KNew |
$6.26M - $6.72M
|
80.4K
$7.54M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
78.8K+ 298.27% |
$6.13M - $6.58M
|
105K
$9.87M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
76.4KNew |
$5.95M - $6.39M
|
76.4K
$7.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
69.6K+ 83.56% |
$5.42M - $5.82M
|
153K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
68.9K+ 8.41% |
$5.36M - $5.76M
|
887K
$83.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
60KNew |
$4.67M - $5.02M
|
60K
$5.63M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
55.2KNew |
$4.3M - $4.61M
|
55.2K
$5.18M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
55.1K+ 396.27% |
$4.29M - $4.6M
|
68.9K
$6.47M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
50.5K+ 1553.99% |
$3.93M - $4.22M
|
53.7K
$5.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
45.4KNew |
$3.54M - $3.79M
|
45.4K
$4.26M
|
|
|
May 15, 2024
Q1 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
44.2KNew |
$3.44M - $3.69M
|
44.2K
$4.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
43.5KNew |
$3.39M - $3.64M
|
43.5K
$4.08M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
42.7K+ 292.24% |
$3.32M - $3.57M
|
57.3K
$5.37M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
41KNew |
$3.19M - $3.43M
|
41K
$3.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
35.6K+ 49.05% |
$2.77M - $2.98M
|
108K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
31.7K+ 704.67% |
$2.47M - $2.65M
|
36.2K
$3.4M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
30.4K+ 30118.81% |
$2.37M - $2.54M
|
30.5K
$2.86M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
30K+ 215.3% |
$2.34M - $2.51M
|
43.9K
$4.12M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
24.6K+ 18.95% |
$1.91M - $2.05M
|
154K
$14.5M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
22.1K+ 10.11% |
$1.72M - $1.84M
|
240K
$22.5M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
21.6K+ 68.47% |
$1.68M - $1.8M
|
53.1K
$4.98M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
21.2K+ 27.57% |
$1.65M - $1.77M
|
98K
$9.19M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19.7K+ 14.77% |
$1.53M - $1.64M
|
153K
$14.3M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
19K+ 23.7% |
$1.48M - $1.58M
|
99K
$9.28M
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
18.8KNew |
$1.46M - $1.57M
|
18.8K
$1.76M
|